Electronic Assets and Foreign Assets in Will Drafting
The area of private client is an ever changing area, and this last year has been no different. Most companies are becoming “paper light” and issues now regularly arise in managing electronic assets.
Brexit also has meant that many countries no longer accept an English will in managing assets abroad.
This session will run through electronic and foreign assets, covering the need to knows for will drafting moving forward.
Learning Objectives:
- The importance of including electronic assets in Wills
- How to discuss electronic assets with clients
- The implications of foreign assets on Will drafting
- Risks for advisors on failure to advise on electronic and foreign assets
Downloads
Your CPD Certificate can be found in your Account.
Helen Forster
Managing Director • HTF Legal Limited
Helen is the managing director of her law firm, HTF Legal, based in Yorkshire, She is a solicitor and trusts and estates practitioner and has spent over 14 years working in the private client sector. Over the years she has received numerous awards including the category of rising star in England and Wales in the Modern Law Awards in 2016, where she came second. More recently her firm has won “ inheritance firm of the year Yorkshire” in 2023. Her particular specialisms include tax planning and mental capacity work, and in addition she provides training and seminars around the country on the subject.
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